Truvvo Partners’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$288K Sell
2018
Q1
$1.34M Sell
2017
Q4
$1.42M Hold
2017
Q3
$1.22M Hold
2017
Q2
$1.17M Hold
2017
Q1
$1.13M Sell
2016
Q4
$7.6K Buy
2016
Q3
$4.98M Sell
2016
Q2
$4.56M Buy
2016
Q1
Sell
2015
Q4
$427K Buy